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Lead Financial Strategist
2 months ago
Position Overview:
As a Lead Financial Strategist, you will play a crucial role in delivering comprehensive financial and operational guidance. This encompasses tasks such as budgeting, forecasting, and conducting month-over-month variance analysis, alongside evaluations related to expenses, productivity metrics, volume reporting, and the assembly of financial packages.
Key Responsibilities:
- Develop and manage the annual budget and monthly reforecasting spreadsheets.
- Create sophisticated financial models to support decision-making.
- Monitor and analyze variations in expenses and revenues against the budget.
- Compile, review, and disseminate monthly financial reports to senior management.
- Prepare consolidation and executive financial presentations as required.
- Generate monthly volume analysis reports.
- Maintain budget and reforecast data within the financial management system.
- Assess profitability and cost efficiencies across various organizational sectors as necessary.
- Design, maintain, and distribute ad-hoc financial reports as needed.
- Exhibit leadership within the organization.
- Perform additional duties as assigned.
Qualifications:
- Bachelor's degree in Finance or a related discipline.
- Minimum of 5 years of relevant professional experience.
- Proficiency in Excel and the Microsoft Office Suite.
- Strong problem-solving capabilities.
- Excellent organizational skills.
- Attention to detail.
- Demonstrated analytical abilities.
- Leadership qualities.
- Ability to manage multiple tasks effectively.
- Team-oriented with a collaborative spirit.
- High productivity in a dynamic work environment.
- Adaptability to change and uncertainty.
- Self-motivated and proactive.
Benefits Offered:
- Competitive compensation based on experience and skills.
- Comprehensive benefits package: Includes medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short-term disability, and voluntary insurance options.
- Generous time off: Paid holidays and a robust PTO policy.
- Community Engagement: Paid time for volunteer activities.
- Parental Benefits: Paid maternity and parental leave.
- Retirement Planning: 401K plan and extensive learning opportunities.
- Workplace Perks: Access to discounts that enhance daily living.
Company Culture:
Mortgage Connect is dedicated to fostering a flexible work environment. This role offers a hybrid work model, balancing in-office and remote work as per company policies and operational needs.
About Us:
Mortgage Connect is a national provider of mortgage services, specializing in supporting lenders with a diverse range of services related to loan processing. Our entrepreneurial approach enables us to stand out in the market through continuous improvement and innovation, complemented by a wide array of product offerings. Our team is driven by our core cultural values known as The 5Cs: Connect, Collaborate, Communicate, Care, and Celebrate. We are committed to these principles, and joining our organization means embracing these values in your daily work.
All new hires will undergo a pre-employment background check and drug screening.
We are an Equal Opportunity employer dedicated to diversity in the workplace. All qualified applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity, or any other factor protected by applicable laws.